Financial Expertise
10
Years of Experience
Certified Public Accountant
Tax & Financial Consultant
I take the commitment of empowering clients towards achieving their financial goals with innovative solutions seriously. For the past 10 years, I have honed in my skills as an Independent Financial Consultant and Tax Manager in public accounting.
I am a native San Franciscan. I graduated from Stuart Hall High School. For college, I attended Loyola University in Chicago. I returned to SF after college. Currently, I am completing a master's degree in management and leadership.
My free time is spent playing tennis, reading historical non-fiction, and traveling with my lovely wife, Ginny.
Tax & Financial Services
Consultation
Receive personalized financial advice and tailored solutions through one-on-one consultations.
Investment Planning
Explore our investment planning services designed to help you achieve your financial goals and secure your future.
Retirement Solutions
Plan for your retirement with confidence using our comprehensive retirement solutions that ensure a stable financial future.
Wealth Management
Personalized wealth management services offering tailored investment strategies, and expert advice to grow, protect, and transfer your wealth effectively.
415-948-7441
San Francisco, CA